+162.3%
SOXL vs UTHR
+135.8%
+26.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.6% | +5.7% |
| 7D | +3.9% | +1.9% | +1.9% | +3.2% |
| 30D | -14.3% | -2.9% | -11.5% | -13.6% |
| 3M | -45.6% | -8.9% | -36.8% | -44.3% |
| 6M | +117.2% | -8.7% | +125.9% | +121.0% |
| YTD | +189.8% | +2.0% | +187.8% | +183.2% |
| 1Y | +317.7% | +22.8% | +295.0% | +279.9% |
| 3Y | +478.6% | +120.6% | +358.0% | +292.3% |
| All | +162.3% | +135.8% | +26.5% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling